[WSBARP] Bank of America issue. . .

Jayne Gilbert jgilbertatty at gmail.com
Mon May 11 09:37:27 PDT 2015


I would get a Court Order compelling BoA to release funds

On Fri, May 8, 2015 at 2:11 PM, John M. Riley III <JMR at witherspoonkelley.com
> wrote:

>  Had a similar  experience.  Going to the branch that had the accounts
> and SDB with copies of admitting order, letters testamentary and p.r. in
> tow, with i.d.,  worked with only a couple of weeks processing wait.
>
>
>
> John Riley
>
>
>
>
>   John M. Riley, III  Principal | Witherspoon • Kelley
> jmr at witherspoonkelley.com | Attorney Profile
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>
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>  *From:* wsbarp-bounces at lists.wsbarppt.com [mailto:
> wsbarp-bounces at lists.wsbarppt.com] *On Behalf Of *Kokie Adams
> *Sent:* Friday, May 08, 2015 1:23 PM
> *To:* WSBA Real Property Listserv
> *Subject:* [WSBARP] Bank of America issue. . .
>
>
>
> Hello Listmates:
>
>
>
> Wondering if anyone has encountered this issue with Bank of America:
>
>
>
> P.R. takes all necessary docs to Bank and opens Estate bank account and
> asks to have decedent’s accounts at
>
> B of A closed and transferred into the estate bank account.  She was told,
> “no” all of decedent’s accounts will be frozen for *a month* while the
> legal paperwork is reviewed and “processed” through the Bank’s system and
> only then will the funds be unfrozen and transferred to estate account!  I
> have had many PRs use Bank of America and have never heard of this bank
> protocol.
>
>
>
> To make matters even more frustrating, they will not allow her access to
> the decedent’s safe deposit box (she has the key) until the month long
> “review process” is completed – the box contains title sot vehicles that
> need to be moved and sold and who knows what else is in the box.
>
>
>
> Any suggestions of the best approach to take to get my client access to
> the funds now – I plan to call the branch but expect to get nowhere.
>
>
>
> Thanks in advance for your ideas.
>
>
>
> *Kokie Adams*
>
> [image: Adams-Logo-Print-300dpi-900wide]
>
>
>
> *Office:  *425.774.0444 *| Fax: 425.771.2711 <425.771.2711>*
>
> kokie at adamslawgroupnw.com
>
> www.adamslawgroupnw.com
>
>
>
> *PLEASE NOTE MY NEW FIRM NAME AND EMAIL ADDRESS*
>
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-- 
*************************************************
Jayne Marsh Gilbert
Gilbert and Gilbert Lawyers, PS
(360) 336-9515
*************************************************
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